RAM Investment Partners, LLC

Q2 2025 13F Holdings

  • Location
    bellevue, WA
  • Num holdings

    96

  • Value ($000)

    $476,403

  • Date Filed
    08/08/2025
  • Form type
    13F-HR
  • CIK
    0001989672
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$96.74M
20 %

2,699,138

DFAI
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$58.57M
12 %

1,694,354

MSFT
MSFT

MICROSOFT CORP

COM
$55.60M
12 %

111,778

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$42.79M
9 %

891,335

CORP
CORP

PIMCO ETF TR

INV GRD CRP BD
$37.05M
8 %

380,738

DFAE
DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
$32.27M
7 %

1,114,524

DFAR
DFAR

DIMENSIONAL ETF TRUST

US REAL ESTATE E
$29.71M
6 %

1,266,475

DFNM
DFNM

DIMENSIONAL ETF TRUST

NATL MUN BD ETF
$15.93M
3 %

335,907

AMZN
AMZN

AMAZON COM INC

COM
$11.11M
2 %

50,643

NVDA
NVDA

NVIDIA CORPORATION

COM
$8.02M
2 %

50,763

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